2025 outlook: Will tailwinds trump tariffs?
Exchanges20 Nov 2024

2025 outlook: Will tailwinds trump tariffs?

As the global economy comes off of another year of relatively strong growth in 2024, new and important variables are now in the mix with the election of Donald Trump and the Republican sweep of Congress. So can this solid performance continue amid the policy shifts ahead, and what might be the implications for markets? In this episode, Jan Hatzius, Goldman Sachs’ chief economist and head of Goldman Sachs Research, and Dominic Wilson, senior advisor in global markets research, discuss the economic and market outlook for the year ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices

Avsnitt(610)

Private equity investing with Blackstone’s Joe Baratta

Private equity investing with Blackstone’s Joe Baratta

Blackstone’s Global Head of Private Equity Joe Baratta shares his outlook for the private equity industry, the macro environment today, and his evolution as a leader. Learn more about your ad choices....

10 Sep 202439min

Will Fed policy trigger a US recession?

Will Fed policy trigger a US recession?

Many view the recent rise in the unemployment rate as a concerning sign about the economic outlook, fueling recession fears. Could the US economy fall into recession, and will overly tight Federal Res...

5 Sep 202425min

Will Fed policy trigger a US recession?

Will Fed policy trigger a US recession?

Many view the recent rise in the unemployment rate as a concerning sign about the economic outlook, fueling recession fears. Could the US economy fall into recession, and will overly tight Federal Res...

4 Sep 202425min

Women in the workforce: Analyzing the gains and gaps

Women in the workforce: Analyzing the gains and gaps

Twenty-five years ago, Goldman Sachs research analyst Kathy Matsui wrote a report about the Japanese economy called Womenomics, stating that future potential economic growth will depend on increased f...

20 Aug 202428min

How a popular trade collapsed — and why it matters

How a popular trade collapsed — and why it matters

The rapid unwinding of the Japanese yen carry trade is rippling through global markets. Goldman Sachs Research’s Kamakshya Trivedi, head of Global Foreign Exchange, Interest Rates, and Emerging Market...

13 Aug 202425min

Why recession fears are likely overblown

Why recession fears are likely overblown

Global markets sold off sharply amid rising US recession fears. Goldman Sachs Research’s Chief US Economist David Mericle explains why those concerns are likely overblown.  Learn more about your ad ch...

6 Aug 202416min

TPG CEO Jon Winkelried on the evolution of private equity and alternative markets

TPG CEO Jon Winkelried on the evolution of private equity and alternative markets

“Tectonic shifts” are reshaping the private markets and spurring consolidation among alternative asset managers, explains TPG CEO Jon Winkelried on Goldman Sachs Exchanges: Great Investors. Winkelried...

2 Aug 202443min

Can the US consumer stay strong?

Can the US consumer stay strong?

The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman Sachs Research’s Chief US Economist David Mericle, and Kate McShane and Bonnie Herzog,...

30 Juli 202421min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
rss-jossan-nina
rss-borsens-finest
rss-svart-marknad
avanzapodden
svd-tech-brief
uppgang-och-fall
rss-dagen-med-di
fill-or-kill
borsmorgon
lastbilspodden
affarsvarlden
rss-inga-dumma-fragor-om-pengar
kapitalet-en-podd-om-ekonomi
bathina-en-podcast
tabberaset
bilar-med-sladd
rss-den-nya-ekonomin